TCI Wealth Advisors’s Clear Secure YOU Stock Holding History

TCI Wealth Advisors’s Portfolio YOU Stock Details YOU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-165	Closed	-$4.32K	–	2292
2023 Q1	$4.32K	Hold	165	–	–	﹤0.01%	1632
2022 Q4	$4.53K	Hold	165	–	–	﹤0.01%	1594
2022 Q3	$4K	Hold	165	–	–	﹤0.01%	1701
2022 Q2	$3K	Buy	+165	New	+$4.45K	﹤0.01%	1921

Other funds holding YOU

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

DAL

Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FAM

Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

TCI Wealth Advisors's YOU Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Clear Secure (YOU) in Q2 2023, closing a stake of 165 shares — an estimated $4.32K sold.

TCI Wealth Advisors first reported a position in YOU in Q2 2022 and held it in 4 quarters. The position peaked at $4.53K in Q4 2022. 164 funds tracked by Wall St. Rank hold YOU as of Q2 2023.

TCI Wealth Advisors reported no remaining Clear Secure position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 165 Clear Secure shares in Q2 2023, an estimated $4.32K.
TCI Wealth Advisors first reported a position in Clear Secure in Q2 2022 and held it in 4 quarters.
TCI Wealth Advisors's Clear Secure position peaked at $4.53K in Q4 2022.
164 funds tracked by Wall St. Rank held Clear Secure as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.